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Financial Planning

Any type of investment decision or financial plan must include an analysis of many factors, including the risk of the investment, the individual or couple’s short term and long term financial needs, and the related tax implications. This course covers the tax issues and consequences related to investment decisions, retirement planning, and estate and education planning.

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Sequoia CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on
the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the
National Registry of CPE Sponsors through its website: www.learningmarket.org.